Polaris Wealth Advisory Group’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $213K | Buy |
+6,428
| New | +$227K | 0.02% | 163 |
|
|
2023
Q2 | – | Sell |
-175,824
| Closed | -$7.17M | – | 183 |
|
|
2023
Q1 | $7.17M | Sell |
175,824
-28,257
| -14% | -$1.22M | 0.53% | 61 |
|
|
2022
Q4 | $9.68M | Sell |
204,081
-14,680
| -7% | -$704K | 0.72% | 46 |
|
|
2022
Q3 | $9.13M | Sell |
218,761
-2,312
| -1% | -$112K | 0.76% | 43 |
|
|
2022
Q2 | $11.6M | Sell |
221,073
-25,900
| -10% | -$1.32M | 0.93% | 36 |
|
|
2022
Q1 | $13.6M | Sell |
246,973
-307,532
| -55% | -$16M | 0.91% | 36 |
|
|
2021
Q4 | $32.7M | Buy |
554,505
+21,238
| +4% | +$1.05M | 1.88% | 18 |
|
|
2021
Q3 | $22.8M | Buy |
533,267
+525,126
| +6,450% | +$23.3M | 1.36% | 32 |
|
|
2021
Q2 | $322K | Sell |
8,141
-1,491
| -15% | -$58K | 0.02% | 137 |
|
|
2021
Q1 | $353K | Buy |
9,632
+684
| +8% | +$24.3K | 0.02% | 137 |
|
|
2020
Q4 | $332K | Sell |
8,948
-517,126
| -98% | -$19M | 0.02% | 148 |
|
|
2020
Q3 | $18.3M | Sell |
526,074
-153,667
| -23% | -$5.39M | 1.72% | 20 |
|
|
2020
Q2 | $21.8M | Buy |
679,741
+528,824
| +350% | +$18M | 1.72% | 26 |
|
|
2020
Q1 | $4.67M | Sell |
150,917
-374,760
| -71% | -$12.8M | 0.51% | 42 |
|
|
2019
Q4 | $20.3M | Buy |
525,677
+516,416
| +5,576% | +$18.4M | 1.35% | 37 |
|
|
2019
Q3 | $305K | Sell |
9,261
-993
| -10% | -$36.1K | 0.02% | 126 |
|
|
2019
Q2 | $426K | Buy |
10,254
+1,686
| +20% | +$66.9K | 0.03% | 113 |
|
|
2019
Q1 | $348K | Buy |
8,568
+92
| +1% | +$3.68K | 0.03% | 125 |
|
|
2018
Q4 | $351K | Sell |
8,476
-8,219
| -49% | -$341K | 0.03% | 115 |
|
|
2018
Q3 | $698K | Buy |
16,695
+15,816
| +1,799% | +$609K | 0.05% | 101 |
|
|
2018
Q2 | $30K | Sell |
879
-6,143
| -87% | -$210K | ﹤0.01% | 155 |
|
|
2018
Q1 | $236K | Buy |
7,022
+352
| +5% | +$12.1K | 0.02% | 127 |
|
|
2017
Q4 | $229K | Buy |
+6,670
| New | +$227K | 0.02% | 132 |
|
|
2016
Q2 | – | Sell |
-9,797
| Closed | -$276K | – | 125 |
|
|
2016
Q1 | $276K | Sell |
9,797
-13,637
| -58% | -$390K | 0.04% | 93 |
|
|
2015
Q4 | $718K | Buy |
+23,434
| New | +$737K | 0.12% | 70 |
|
|
2014
Q2 | – | Sell |
-783
| Closed | -$24K | – | 124 |
|
|
2014
Q1 | $24K | Hold |
783
| – | – | 0.01% | 112 |
|
|
2013
Q4 | $23K | Hold |
783
| – | – | 0.01% | 120 |
|
|
2013
Q3 | $21.3K | Hold |
783
| – | – | 0.01% | 101 |
|
|
2013
Q2 | $20.8K | Buy |
+783
| New | +$21.6K | 0.01% | 110 |
|
Other funds holding PFE
Polaris Wealth Advisory Group's PFE Position: Q3 2023 in Review
Polaris Wealth Advisory Group opened a new position in Pfizer (PFE) in Q3 2023: 6,428 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in PFE as recently as Q1 2023.
Polaris Wealth Advisory Group first reported a position in PFE in Q2 2013 and has held it in 29 quarters since. The position peaked at $32.7M in Q4 2021. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.
- Polaris Wealth Advisory Group held 6,428 shares of Pfizer worth $213K as of Q3 2023.
- Pfizer was a new Polaris Wealth Advisory Group position in Q3 2023.
- Pfizer made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #163 holding.
- Polaris Wealth Advisory Group first reported a position in Pfizer in Q2 2013 and has held it in 29 quarters since.
- Polaris Wealth Advisory Group's Pfizer position peaked at $32.7M in Q4 2021.
- 2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.
Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.